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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

937 hedge funds and large institutions have $7.45B invested in Schwab US Broad Market ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 370 increasing their positions, 353 reducing their positions, and 53 closing their positions.

Holders
937
Holders Change
-6
Holders Change %
-0.64%
% of All Funds
14.94%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
57
Increased
370
Reduced
353
Closed
53
Calls
$159M
Puts
$29.7M
Net Calls
+$129M
Net Calls Change
+$58M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$90.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$25.3M
3
GA
3
GSG Advisors
New Jersey
$15.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$71.2M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$11.4M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.18B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.4M
3
Cerity Partners
3
Cerity Partners
New York
$5.47M
4
EK
4
Evensky & Katz
Florida
$178M
5
JWS
5
Juncture Wealth Strategies
Arizona
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
951
V Wealth Advisors
Kansas
– – -16,674 Closed
VDI
952
Vaughan David Investments
Illinois
– – -13,850 Closed
LAM
953
LifePro Asset Management
California
– – -13,186 Closed
Jane Street
954
Jane Street
New York
– – -12,636 Closed
IFA
955
Index Fund Advisors
California
– – -11,110 Closed
YIH
956
Y-Intercept (HK)
Hong Kong
– – -8,602 Closed
I2I
957
Insight 2811 Inc
Illinois
– – -7,285 Closed
Fisher Asset Management
958
Fisher Asset Management
Washington
– – -7,190 Closed
FCI
959
Financial Counselors Inc
Kansas
– – -7,094 Closed
DBT
960
Dubuque Bank & Trust
Iowa
– – -6,334 Closed
SG
961
StoneX Group
New York
– – -6,189 Closed
CPC
962
Cookson Peirce & Co
Pennsylvania
– – -5,787 Closed
PAM
963
Private Asset Management
California
– – -5,178 Closed
CPCM
964
Cardinal Point Capital Management
Ontario, Canada
– – -5,059 Closed
NCM
965
Narwhal Capital Management
Georgia
– – -4,496 Closed
CIM
966
Chapman Investment Management
California
– – -4,215 Closed
WFS
967
Walker Financial Services
Kentucky
– – -4,208 Closed
BMD
968
Better Money Decisions
New Mexico
– – -4,165 Closed
BFA
969
Beaumont Financial Advisors
Massachusetts
– – -4,142 Closed
CW
970
CreativeOne Wealth
Kansas
– – -4,057 Closed
CGA
971
Crescent Grove Advisors
Illinois
– – -4,000 Closed
SFS
972
Solitude Financial Services
Virginia
– – -4,000 Closed
TFS
973
Thoroughbred Financial Services
Tennessee
– – -3,994 Closed
MW
974
Marcum Wealth
Ohio
– – -3,982 Closed
AP
975
Americana Partners
Texas
– – -3,916 Closed
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